ProcessPlan Blog

    ProcessPlan Tips & Tricks: Managing Other People

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, how to take advantage of all the features in ProcessPlan to easily manage other people....

    30 November, 2018

    ProcessPlan Tips & Tricks: Managing Random Task Assignments

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, how to manage one-off, singular tasks that may not fit in an existing, defined process....

    13 November, 2018

    ProcessPlan Tips & Tricks: Displaying More Process Fields [VIDEO]

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, how to customize the information that displays on your in progress process cards....

    06 November, 2018

    ProcessPlan Tips & Tricks: Using Favorites [VIDEO]

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, how to make the most of the "Favorites" section, so you can reference frequently used items quickly....

    29 October, 2018

    ProcessPlan Tips & Tricks: Passing Task Notes [VIDEO]

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, passing notes from one task to the next, so that as a process progresses you can pass notes for users to see later on in the process....

    22 October, 2018

    ProcessPlan Tips & Tricks: Editing Process Instance Diagrams

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, editing process instance diagrams. Specifically, how to edit a single instance of a process that is currently in progress....

    15 October, 2018

    ProcessPlan Tips & Tricks: Dynamic Task Ownership

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, dynamic task ownership. Specifically, how to assign a task (or a process) to an entire group of people and then allow one user to take the lead....

    01 October, 2018

    ProcessPlan Tips & Tricks: Approving Process Table Field Values

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, approving process table field values....

    14 September, 2018

    ProcessPlan Tips & Tricks: Cascading Process Table Checklists

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, cascading process table checklists....

    11 September, 2018

    Template Designer Tip

    When making large structural changes to a template, make a copy of your template and make changes to the copy....

    13 July, 2017

    Using the Template Library

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    16 June, 2017

    ProcessPlan Tutorial - Working with Template Groups

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    07 June, 2017